Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$656M
3
+$614M
4
DIS icon
Walt Disney
DIS
+$506M
5
UNP icon
Union Pacific
UNP
+$481M

Top Sells

1
+$1.46B
2
+$645M
3
+$608M
4
MA icon
Mastercard
MA
+$597M
5
V icon
Visa
V
+$521M

Sector Composition

1 Technology 10.49%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$40.9M 0.01%
3,507,453
-390,991
1027
$40.9M 0.01%
896,776
+195,856
1028
$40.8M 0.01%
3,436,971
-1,019
1029
$40.8M 0.01%
746,624
-37,260
1030
$40.8M 0.01%
809,190
-77,877
1031
$40.7M 0.01%
1,535,140
-787,564
1032
$40.5M 0.01%
913,041
+162,463
1033
$40.4M 0.01%
4,257,779
+164,222
1034
$40.4M 0.01%
2,124,575
+7,704
1035
$40.4M 0.01%
2,347,715
+113,380
1036
$40.3M 0.01%
406,665
-127,751
1037
$40.2M 0.01%
6,535,700
-1,785,950
1038
$40.2M 0.01%
4,074,725
+1,892,497
1039
$40.1M 0.01%
2,399,757
-177,652
1040
$40.1M 0.01%
2,231,006
+240,440
1041
$40.1M 0.01%
1,767,542
+22,287
1042
$39.9M 0.01%
3,019,588
+70,394
1043
$39.9M 0.01%
2,301,907
-610,062
1044
$39.8M 0.01%
1,538,850
+360
1045
$39.7M 0.01%
638,548
-49,653
1046
$39.7M 0.01%
747,396
-2,954,598
1047
$39.6M 0.01%
887,692
+65,508
1048
$39.6M 0.01%
460,809
-1,236,798
1049
$39.5M 0.01%
306,781
-154,188
1050
$39.5M 0.01%
1,528,380
-18,426
40 41
42
43 44